Perigon Wealth Management’s Autodesk ADSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $846K | Sell |
2,733
-265
| -9% | -$82K | 0.02% | 516 |
|
|
2025
Q1 | $785K | Buy |
2,998
+77
| +3% | +$20.2K | 0.02% | 507 |
|
|
2024
Q4 | $847K | Buy |
2,921
+129
| +5% | +$37.4K | 0.02% | 492 |
|
|
2024
Q3 | $769K | Buy |
2,792
+175
| +7% | +$48.2K | 0.02% | 497 |
|
|
2024
Q2 | $648K | Buy |
2,617
+688
| +36% | +$170K | 0.02% | 471 |
|
|
2024
Q1 | $502K | Buy |
1,929
+284
| +17% | +$74K | 0.02% | 536 |
|
|
2023
Q4 | $401K | Buy |
1,645
+246
| +18% | +$59.9K | 0.01% | 563 |
|
|
2023
Q3 | $289K | Sell |
1,399
-178
| -11% | -$36.8K | 0.01% | 598 |
|
|
2023
Q2 | $323K | Buy |
1,577
+154
| +11% | +$31.5K | 0.01% | 582 |
|
|
2023
Q1 | $296K | Sell |
1,423
-477
| -25% | -$99.3K | 0.02% | 542 |
|
|
2022
Q4 | $355K | Buy |
1,900
+708
| +59% | +$132K | 0.02% | 482 |
|
|
2022
Q3 | $223K | Sell |
1,192
-113
| -9% | -$21.1K | 0.02% | 507 |
|
|
2022
Q2 | $224K | Buy |
1,305
+163
| +14% | +$28K | 0.02% | 511 |
|
|
2022
Q1 | $245K | Sell |
1,142
-3
| -0.3% | -$644 | 0.02% | 528 |
|
|
2021
Q4 | $322K | Buy |
1,145
+186
| +19% | +$52.3K | 0.02% | 434 |
|
|
2021
Q3 | $273K | Buy |
959
+128
| +15% | +$36.4K | 0.02% | 434 |
|
|
2021
Q2 | $243K | Sell |
831
-9
| -1% | -$2.63K | 0.02% | 453 |
|
|
2021
Q1 | $233K | Buy |
840
+129
| +18% | +$35.8K | 0.02% | 435 |
|
|
2020
Q4 | $217K | Buy |
+711
| New | +$217K | 0.03% | 375 |
|
|
2018
Q2 | – | Sell |
-202
| Closed | -$25K | – | 236 |
|
|
2018
Q1 | $25K | Buy |
202
+2
| +1% | +$248 | 0.01% | 401 |
|
|
2017
Q4 | $21K | Sell |
200
-102
| -34% | -$10.7K | 0.01% | 401 |
|
|
2017
Q3 | $34K | Sell |
302
-56
| -16% | -$6.31K | 0.01% | 384 |
|
|
2017
Q2 | $36K | Buy |
358
+56
| +19% | +$5.63K | 0.01% | 403 |
|
|
2017
Q1 | $26K | Hold |
302
| – | – | 0.01% | 443 |
|
|
2016
Q4 | $26K | Buy |
302
+102
| +51% | +$8.78K | 0.01% | 426 |
|
|
2016
Q3 | $14K | Buy |
+200
| New | +$14K | ﹤0.01% | 441 |
|
|
2016
Q2 | – | Sell |
-200
| Closed | -$12K | – | 440 |
|
|
2016
Q1 | $12K | Buy |
+200
| New | +$12K | ﹤0.01% | 235 |
|